Maintain Schedule Filters

With the Maintain Schedule Filters function you can set up specific schedule views to display in Enter Patient Appointments. You can set up multiple filters to control which doctors and locations you want to see within each filter on the schedule.

Set Up Schedule Filters
Viewing Filters in the Schedule

Upon accessing this function, the Maintain Schedule Filters summary screen displays any previously saved filters. If you have not created any filters, the screen will be blank. This screen shows the Filter name, the filter Location (if a specific one is selected in the filter) and the date the filter was Last Saved, along with the user name and user code. Click any of the column headers to sort the data. Click New Filter in the Action Column to add a new filter. To select an existing filter, click anywhere in the row containing the filter information.

Set Up Schedule Filters

When you select an existing filter or click New Filter to add one, the Maintain Schedule Filters detail screen opens.

Data Field Information

Prompt	Response	Len
Filter Name	Type a name for the filter. This name displays in a tab or drop-down list on the lower-right corner of the schedule in Enter Patient Appointments and Review Patient Appointments. Filters can also be used in the Scan function in Enter Patient Appointments.	40
Preserve Location	If you want to be able to select and view this filter in whichever location is currently selected on the schedule, select this check box. For example, if you select three doctors for this filter, when you have this filter selected in the schedule, only those three doctors' schedules will display regardless of the location you select to view on the schedule. If you select this check box, the Location fields below are inactivated since this filter displays regardless of location.	1
Location	If you want this filter to be set for one specific location, type the location code or select from the list. This filter tab displays on the schedule only when this location is selected on the schedule.	3
Use all Doctors	If you want this filter to include all doctors, select this check box. If you select this check box, the Doctors and Group drop-down lists are inactivated since you are choosing to include all doctors.	1
Doctors	To include one or more doctors in the filter, type the doctor code and press Tab or select from the list. After you have selected the doctor, the doctor's name and code immediately populate in the Doctor/Group Name section below. You can select as many doctors as you want with this method.	3
Group	To include a Doctor Group, as stored in the Group Code Table, type the code you want and press Tab or select from the list. After you have selected the doctor group, that group and code immediately populate in bold font in the Doctor/Group Name section below. All doctors (name and code) included in that group, display below the group name. You can select as many groups as you want with this method.	3
Doctor/Group Name	This section displays the doctors and/or doctor groups and codes that you have selected above. You can remove a selected doctor from the filter by clicking the trash can icon.	3
Sequence	This field reflects the sequence that the doctor is set to display in the schedule as stored in the Doctor Integration Code Table. You can override the sequence for this filter only, by clicking in the Sequence field and changing the sequence number as needed. This does not change the Sequence # in the Doctor Integration Code Table.	1
Use all Locations	If you want this filter to include all locations, select this check box. If you select this check box, the Location drop-down list is inactivated since you are choosing to include all locations. This filter tab displays regardless of the location selected on the schedule, and when you select this filter it will show the schedule for all locations for whichever doctors you selected in this filter.	1
Location	To include one or more locations in the filter, type the location code and press Tab or select from the list. After you have selected the location, the location name and code immediately populate in the Location section below. You can select as many doctors as you want with this method. This filter tab displays regardless of the location selected on the schedule, and when you select this filter it will show the schedule for only the locations selected in the filter for whichever doctors you selected in this filter.	3
Location	This section displays the locations and codes that you have selected above. You can remove a selected location from the filter by clicking the trash can icon.

You can delete a filter by clicking Delete in the lower right corner of the screen. A message, Are you sure you want to delete this filter? displays. If you click OK, the filter is immediately deleted and removed from the summary list.

Viewing Filters in the Schedule

All of your saved filters are viewable on the schedule in Enter Patient Appointments and Review Patient Appointments. The following rules apply when using filters in the schedule:

Using schedule filters does not affect how the action column functions in any way. You can still change to Morning View and Afternoon View, select Doctors and Locations and make and load default views.
The filters appear as tabs, in alphabetical order by Filter Name, across the lower right corner of the schedule. (The Location tabs still display in the lower left corner of the schedule.)
If you have more than four filters, it changes to a drop-down list in the lower right corner of the schedule.
The filter name on the tab appears in blue font for the selected filter.
If your filters are in a drop-down list, the selected filter displays in the drop-down list box field.
All filter tabs (or drop-down list selections) display except for those filters where you have selected a specific location in the Location field at the top of the Maintain Schedule Filters screen. If you have selected one specific location there, that filter tab displays only when that location is selected on the schedule.
The None option brings up the default schedule view as it is stored in the Scheduling Default Location, Scheduling Default Doctor and Scheduling Default View fields in Maintain Users, unless you have used the Make Default View Action Column function to create a different default view.
You can select a filter and click Make Default View to store that filter as your default view. That filter tab will not be selected when you open your schedule, but whatever is selected in that filter does display since you made it your default view.
When you select a filter on the schedule, only the schedules for the doctors and locations selected in that filter display.
If you have a filter selected and then you select to view any of the schedule view icons at the top of the doctor's schedule, those views display, but the selected filter no longer applies and reverts to the None filter tab.

To best illustrate how the filters work within the schedule, each type of filter screen and how they display in the schedule are shown.

Example 1 - 'MAIN SCHEDULE' Filter: This filter is for Doctors 1-6 and Locations 1 and 2.

This filter is available to select on the schedule regardless of which location is selected on the schedule. If location 1-3, HAY, or MNOFC is selected on the schedule, the MAIN SCHEDULE filter tab is always available to select. If you select this filter, it will show schedules for doctors 1-6 and locations 1 and 2 only. If you have this filter selected and then select any location tab, the filter no longer displays and the filter tab selection reverts to None.

Example 2 - 'KIMB' Filter: This filter is for Doctors 1-3 and the Preserve Location option is selected.

This filter is available to select on the schedule regardless of which location is selected on the schedule. If location 1-3, HAY, or MNOFC is selected on the schedule, the KIMB filter tab is always available to select. If you select this filter, then it will show schedules for doctors 1-3 and you can select different location tabs on the schedule and view the schedules for doctors 1-3 at those locations. The KIMB filter and location 2 are selected, so the schedule for any doctors selected in the filter and scheduled at location 2 displays. Only doctor 2 is scheduled at location 2 on this date.

Example 3 - 'FRIDAY' Filter: This filter is for Doctors 3-5 at Location 2 only.

This filter is available to select only when location 2 is selected on the schedule. In the examples above, the FRIDAY filter tab is not there to select because locations other than location 2 are selected. When location 2 is selected, the FRIDAY filter tab is available and when it is selected, it shows any schedules for doctors 3-5 at location 2. Only doctor 4 is scheduled at location 2 on this date.

Example 4 - NONE Filter: In this example, location 1 is selected, but no filter is selected, as indicated by the schedule filter tab None in blue font. This is when the schedule defaults to the Default View selected, or (if there is no Default View set) to what is selected as the scheduling defaults in Maintain Users for your user code.

Example 5 - Filter Selected, No Schedule: This example shows what displays if you have a filter selected for a date where none of the doctors selected in the filter has a schedule for that location for the selected date.